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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: wlheatmoon who wrote (583)	3/22/2000 3:04:00 PM
From: John Pitera	Read Replies (2) \| Respond to of 2850

Farrell's thoughs on BR interesting, also AHP: Below are Farrell's picks given to CNBC.com. Use the CNBC.com tools to further research his picks. Burlington Resources Inc. {BR} --a natural gas play --trading at the absolute lowest multiple of cash flow that it has traded at since going public --predominant producer of gas, not oil --the price of natural gas is much higher than anyone expected --the price of the commodity will stay much higher than it otherwise would have because of declining ability for delivery and growth in demand --the stock price ought to catch up to the price of the commodity EOG Resources, Inc. {EOG} --another natural gas play --also trading at the absolute lowest multiple of cash flow since going public --the stock price will eventually catch up to the price of the commodity Detailed Quote Quarterly Earnings Company Snapshot Analysts Ratings Message Board Texaco Inc. {TX} --an oil name as opposed to a natural gas name --significant recent finds off of Africa should provide a growing cash flow for this company --it has a 3.5 percent dividend yield --recently announced a $1 billion share repurchase program International Business Machines Corporation {IBM} --the stock is trading a little more than the market multiple --the growth rate is far above what we expect the market growth rate to be --increasingly becoming a software services company which has much higher margins than the old hardware business Fannie Mae {FNM} --one of seven companies in the S&P 500 to have grown its earnings double-digits each year for the past 13 years --price-to-earnings multiple is below its growth rate --if you can buy FNM at a price-to-earnings multiple more or less equal to its growth rate, you've always made pretty good money in the past American Home Products Corporation {AHP} --the best new product profile in the pharmaceutical business today --trading at about a market multiple --Fen-Phen litigation is still facing the company --getting $1.8 billion from Pfizer and $3.8 billion from the sale of the chemical business which more than funds the litigation end --it is a focused pharmaceutical company, with a good potential for a merger